Pricing Plans

Sign up today and start helping clients clearly see how your recommendations meet their needs — so they feel confident saying yes. Review the pricing plans below, see what’s included with every subscription, know what to expect after you join, and get answers to common questions.

Choose Your Plan and Start Hearing More Yeses​​​​​​​

Advisor Core

Core Subscription

$ 149
$649 to Start, then $149 Per Month

Includes $500 Start Fee
  • Software Subscription
    • 100 Storyboards 
    • Presentation Modules
    • Financial Calculators
    • Resources
    • On-demand Training

    See what every plan includes listed below.
  • Help & Support
    • Help Tutorial on Every Screen
    • In-house Weekly Webinars
    • On-demand Tutorials
    • Monthly Member Webinars
    • Live Customer Support (M-F 9-5CT)
    • 30-day money-back guarantee
  • No Contract

    • No long-term commitment. Start and stop anytime. If you return, your subscription will renew at the current pricing.
  • 30-Day Guarantee

    • If you’re not satisfied within your first 30 days, contact our support team for a full refund. After 30 days, subscription payments are non-refundable.
$649 Today - Start Now
Want to save $300 per year? Select the annual option on checkout page — $1,999 to start, then $1,499 annually.

Advisor Pro+

Core Plus Training Subscription

$ 249
$249 to Start, $249 First 12 Months

Then $149/mo thereafter; No Start Fee
  • Software Subscription
    • 100 Storyboards 
    • Presentation Modules
    • Financial Calculators
    • Resources
    • On-demand Training

    See what every plan includes listed below.
  • Help & Support
    • Help Tutorial on Every Screen
    • In-house Weekly Webinars
    • On-demand Tutorials
    • Monthly Member Webinars
    • Live Customer Support (M-F 9-5CT)
    • 30-day money-back guarantee
  • No Start Fee

    • This subscription plan waives the regular $500 start fee with a 12-Month Commitment.

    After the 30-day return period, if you choose to cancel before the 12-month term is complete, a $500 early cancellation fee will apply.
  • 30-Day Guarantee

    • If you’re not satisfied within your first 30 days, contact our support team for a full refund. After 30 days, subscription payments are non-refundable.
  • COW Foundations Advisor Training

    • COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process top producers rely on to build trust, guide clients with clarity, and drive better outcomes. 

    COW Foundations will give you the knowledge, tools, and proven framework to do exactly that! 

    Learn more: https://www.moneytrax.com/cow-foundations
  • - 12 Hrs Live: 10-Step Process & Financial GPS
    • 12 hours of live, group training via webinar. Topics include:
     
    • Circle of Wealth® 10 Steps (1–5): Master the discovery process to prospect, clarify needs, and uncover opportunity.
    • Circle of Wealth® 10 Steps (6–10): Learn how to present solutions and guide clients into implementation.
    • Taxes & Lifestyle Regulator: Understand how taxes and lifestyle assumptions shape client outcomes.
    • Qualified Plans & Mortgages: Learn how retirement assets and debt decisions impact long-term efficiency.
    • Financial GPS Walkthrough: Input a case, identify hazards, and build a clear revised plan.
    •  Financial GPS Case Study & Wrap-Up: See the full process in action and leave with a roadmap for client use.
    • COW Certification: Learn how to leverage COW certification, referrals, and next steps in the PEM LIFE Community. 
  • - 16 Self-study Financial Education Units
    • 16 units of self-study training. Topics include:
     
    • Course Orientation
    • Personal Economic Model®
    • Time Value of Money
    • Lifetime Capital Potential
    • Opportunity Cost
    • The Tax Filter
    • Lifestyle Regulator
    • Temperament & Finances
    • The Importance of Protection
    • Debt — What It Is and What It Is Not
    • Pay Cash or Finance?
    • The Investment Tank
    • The Savings Tank
    • Access to Capital
    • Qualified Plans
    • Mortgages — Making the Right Choice
    • Fundamental Principles 
$249 Today - Start Now
Want to save $300 per year? Select the annual option on checkout page — $2,699 to start, then $1,499 annually.
RECOMMENDED

MoneyTrax offers a 30-day money-back guarantee.

Want to test drive the tools for 14 days? Start a free trial

Returning Member? We’d love to have you back! Restart your subscription

Are you a Team of 5 or more advisors?

Learn about our Team & Enterprise subscription plans >

Every Plan Includes:

Software Features

  • Unlimited Contacts, Case Files, Reports
  • Personalized Branding Options
  • Client Communication Profile Portal
  • Custom Presentation Builder
  • Contact Activity Tracker
  • Illustation Import Capabilities
  • USA and Canada Compatible
  • Software and Browser Versions
  • Windows, macOS, IOS, & Android

Presentation Modules

  • Personal Economic Model
  • 3 Types of Money
  • Impact of Taxes
  • Market History
  • Private Reserve Strategy
  • Mortgage Planning
  • Income Game
  • History of Inflation
  • 10 Minute Lesson on Life Insurance
  • Allocation Mix
  • Annuity Overview
  • Reverse Mortgages
  • Estate Planning

Financial Calculators

  • Retirement Ready or Not
  • Spending Game
  • Account Comparison
  • Social Security
  • Sequence of Returns
  • Opportunity Cost
  • Life Expectancy
  • Wealth & Income Potential
  • Life Insurance Needs Analysis
  • True Cost of Financing

Resources

  • 10 Step Client Process Guide
  • Done For You Marketing Videos
  • Presentation Scripts
  • Door Opener Conversation Starters
  • 4 Questions Flyer
  • Sample Document Library

Training & Support

  • Weekly Training Webinars
  • On-Demand Tutorials
  • Monthly Coaching Calls with Company Founder
  • Roundtable & Case Study Webinars
  • Phone and Email Support
  • Dedicated In-House Support Team

What Happens After You Join?

We know making a decision like this is a big step—and we want you to feel fully confident that you’re supported from day one. Here’s exactly what you can expect once you become a member of the Circle of Wealth® community:

Immediately
You’ll receive a welcome email with your login credentials and a clear list of recommended next steps to help you hit the ground running.

Within 24 Hours
Expect a personal phone call from our founder, Don Blanton, welcoming you to the Circle of Wealth® and offering valuable insights to help you make the most of your membership.

By Day 3
Our in-house support team will reach out by phone to answer any questions and ensure you’re fully supported as you get started.

Ongoing Learning & Support

  • Complete your on-demand Get Started course at your own pace.
  • Join our weekly live training webinars designed specifically for new members.
  • Participate in monthly member webinars, including:
    • Time with the Founder – Insights and inspiration directly from Don Blanton
    • Case Study Webinars – Real stories and strategies shared by fellow members
    • Roundtable Webinars – Deep dives led by our expert executive coaching team

Continue Your Growth
Take your skills further by signing up for optional paid coaching programs and in-person training events—tailored to help you grow your confidence, your business, and your impact.

Common Questions

Circle of Wealth® is licensed to individual “producers” and each “producer” using our system must have their own subscription. For teams of 5+, we do offer group plans (details).

The software runs on Window, macOS, iOS, Android, the Internet and most mobile operating systems with data synced via our cloud server.

Yes, simply contact our support team to request a cancellation. If you are within the first 30 days of your initial purchase, we will issue a full refund. After 30 days there are no refunds.

Yes. The Advisor Pro+ subscription waives the standard $500 start-up fee. In addition, annual billing option provides nearly two months free compared to paying monthly.

No, a credit card is not required to start a free trial.

Contact us by phone at 321-369-9470, email at [email protected], or through our online contact form.
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